Microsoft Dynamics CRM (Archived)

Dashboard Filter

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Posted on by Community Member

Hi All,

I am using CRM Online and trying to add a filter to my dashboard. Such as a date range "From" "To". Is it possible ?

Thanks,

Imti

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Verified answer

Surmeet Singh 3,075 on at

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RE: Dashboard Filter

Hi Imti,

You will have to add the filter to the view.

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Community Member on at

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RE: Dashboard Filter

Thank you for the reply Surmeet. Where do I find the view for my dashboard ?

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Community Member on at

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RE: Dashboard Filter

Hi Imit,

The view on your dashboard is set by whichever view you choose to display on your dashboard.

Firstly, is the date field one of the columns in your current view? If yes, you can do a drilldown on the data straight away

If not, just create a view in the entity "select records that have date from...to....", then just select this view when configuring your dashboard.

Hope this helps!

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Suggested answer

Rajkumar Rajaraman on at

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RE: Dashboard Filter

Imit,

Refer the following link:

crmchartguy.wordpress.com

Hope this helps.

Regards,

R.Rajkumar

"Please mark my answer as verified if you found it helpful"

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Surmeet Singh 3,075 on at

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RE: Dashboard Filter

Hi Imti,

I think in the Dashboard their might be a chart or list in which you want to set the filter. IF you can provide screenshot where you want, it will help in quick resolution to your problem.

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Community Member on at

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RE: Dashboard Filter

Thanks surmeet. Your answer works. But is there away the end user can change ? change the dates ?

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Community Member on at

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RE: Dashboard Filter

Thanks. Your answer helped a lot to find how to do it. However is there a way that end user can change this date range ?

Thanks

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Community Member on at

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RE: Dashboard Filter

Hi Tony.N. Thanks. Your answer helped a lot to find how to do it. However is there a way that end user can change this date range ?

Thanks

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Community Member on at

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RE: Dashboard Filter

End user could create personal view, and select that view in a personal dashboard. If the date range constantly changes, this way allows for more flexibility instead of admin having to customize a default system dashboard,system view

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Suggested answer

Surmeet Singh 3,075 on at

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RE: Dashboard Filter

Hi Imti,

Yes there is a way, you can do by this:

1.

2.

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